PolicyPro^® From Policy to Sign-off ^™

Within the online platform, you can easily streamline many policy management tasks. For example:

• Add policies from the First Reference policy databases
• Access model policy databases for every department
• Upload your own existing policy and procedure documents
• Modify any document using Microsoft Word®️
• Automatically insert your company name into policies and procedures
• Stay up to date on current laws with policies that are continuously updated
• Find out about updates and upcoming changes in the weekly newsletter 
• Create, update and archive policies with the document management system
• Set up online accounts for each employee to access and read assigned policies and bulletin board messages
• Distribute policies and assign quizzes and video training to employees

Reader management

PolicyPro’s reader module, which is central to informing and training staff and performing your due diligence, allows you to:

• Add and remove any employee or person who needs to read your policies and procedures
• Assign specific policies and training videos to different groups of readers
• Distribute policies and procedures online to staff and contractors
• Let readers access policies and training videos at work or remotely from their own personal accounts
• Quiz staff on the contents of the policy and procedures to ensure they have read and understood them
• Track when readers have read and acknowledged the assigned policies
• Produce sign-off reports for internal and external audits
• Find out what changes have been made to policies

Dashboard

The bulletin board is a simple but powerful feature that allows you to post notifications to individual readers and groups. For example, you could notify employees of:

• New policies to read and sign-off on
• Changes to policies
• Corporate events
• Other required documents that need completing
• Occupational Health and Safety information
• Holidays and closures
• Benefits plan updates
• Where to find more information
• Other workplace notices

How does PolicyPro^® keep me up to date?

Our editors and legal reviewers are constantly following developments in law and best practice and providing you with that collected knowledge in updated policies.

When a relevant law, regulation, or best practice changes, we update the related policy, procedure, and commentary as soon as possible and notify users through the bi-weekly Inside Policies e-newsletter.

You always know when a policy needs to be updated or added. You will never be caught off-guard and can be confident that your policy manual meets the latest compliance requirements.